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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
1626
Wells Trecaso Financial Group
Ohio
$315K +$2.07K +10 +0.7%
DA
1627
DSC Advisors
Illinois
$315K +$281K +1,357 New
P
1628
&Partners
Tennessee
$314K +$280K +1,354 New
EBSAM
1629
Eubel Brady & Suttman Asset Management
Ohio
$314K +$281K +1,356 New
CA
1630
Continuum Advisory
Idaho
$313K -$21.5K -104 -7%
SAG
1631
Spotlight Asset Group
Illinois
$312K -$104K -500 -27%
AP
1632
Appleton Partners
Massachusetts
$312K -$2.07K -10 -0.7%
EWM
1633
Executive Wealth Management
Michigan
$312K +$49.1K +237 +21%
CFC
1634
Coyle Financial Counsel
Illinois
$311K – – –
SFFS
1635
Stonehage Fleming Financial Services
Jersey
$311K – – –
PCG
1636
Private Capital Group
Connecticut
$310K -$255K -1,234 -48%
FBB
1637
Fulton Breakefield Broenniman
Maryland
$308K +$275K +1,327 New
CFA
1638
CWS Financial Advisors
Michigan
$307K – – –
CHJWM
1639
Carlton Hofferkamp & Jenks Wealth Management
Texas
$306K -$20.7K -100 -7%
GIA
1640
Granite Investment Advisors
New Hampshire
$306K -$12.4K -60 -4%
LA
1641
Latitude Advisors
Florida
$305K -$40.2K -194 -13%
MCM
1642
Monarch Capital Management
Indiana
$305K -$20.7K -100 -7%
PGIM
1643
Pacific Global Investment Management
California
$304K -$35.2K -170 -11%
BFG
1644
Berger Financial Group
Minnesota
$304K +$21.7K +105 +9%
GLLW
1645
Graves Light Lenhart Wealth
Virginia
$302K +$207 +1 +0.1%
ARMC
1646
American Research & Management Company
Massachusetts
$301K -$109K -526 -29%
MIP
1647
Marietta Investment Partners
Wisconsin
$301K – – –
NAMP
1648
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$301K – – –
BFA
1649
Benedict Financial Advisors
Georgia
$301K +$414 +2 +0.2%
PG
1650
Pendal Group
Australia
$300K -$50.9K -246 -16%
64 65
66
67 68